How is True Wealth regulated and where are my pension assets held?
True Wealth is licensed by the Swiss Financial Market Supervisory Authority FINMA to act as an asset manager of retirement assets.
As required by law, the custodian of the pension assets is a foundation, in our case the 3a Digital Pension Foundation, based in Liestal, canton Basel-Landschaft. Accordingly, as a client of True Wealth, you conclude a pension agreement with this foundation. The founder of the 3a Digital Pension Foundation is Basellandschaftliche Kantonalbank.